On the Air
Stephanie appeared on The Innovating Advice podcast to discuss cultural intelligence in financial planning.
Stephanie Lee was honored to appear with Suze Orman and CNBC's Sharon Epperson on this panel.
In Print
We have been quoted by The New York Times on estate planning, by The Wall Street Journal on charitable giving and on tax-loss harvesting, by CNBC.com on long-term care insurance, by BBC.com on low-paying dream jobs, by Kiplinger on long-term care planning and on pensions vs. lump sums, and by Reuters on LGBTQ+ financial planning.
CNBC's Sharon Epperson interviewed Stephanie Lee for this segment on 529 plans after a downturn. The interview was in June 2022.
CNBC's Sharon Epperson interviewed Stephanie Lee for this segment on Series I Bonds and TIPS. The interview was in November 2022.
San Francisco's local CBS news channel KPIX has interviewed Stephanie Lee.